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L&G Mult...

Price: 68.1500GBX

Change: 0.28%

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L&G Multi-Index 4 I Inc

L&G Multi-Index 4 I Inc

ISIN:

GB00B8VZBR34

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

IA Sector:

IA Volatility Managed

Income type:

Income

Price:

68.1500GBX

02 May 2025

Last change:

0.28%

1 year change:

4.97%

5 year annualised return:

4.08%

12 month yield:

2.60%

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At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • L&G Multi-Index 4 I Inc
  • IA Volatility Managed
  • Index

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/20 to 31/03/21 31/03/21 to 31/03/22 31/03/22 to 31/03/23 31/03/23 to 31/03/24 31/03/24 to 31/03/25
L&G Multi-Index 4 I Inc 17.87% 2.68% -5.31% 6.54% 3.27%
IA Volatility Managed 21.76% 4.04% -4.60% 9.63% 3.46%
N/A N/A% N/A% N/A% N/A% N/A%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
L&G Multi-Index 4 I Inc -1.43% 1.67% 4.97% 2.43% 4.08%
IA Volatility Managed -3.05% 0.38% 4.31% 3.50% 5.59%
N/A N/A% N/A% N/A% N/A% N/A%

Fund Objective: The objective of the fund is to provide a combination of growth and income and to keep the fund within a pre-determined risk profile. The fund is part of a range of risk profiled funds. The risk profile ranges from 1-10 with 1 being the least risky, and 10 being the most. This fund is a 4. The level of risk in the fund is managed by restricting the types and proportions of the assets it holds. The fund’s potential gains and losses are likely to be limited by the objective to stay within its particular risk profile. The target risk profile for the fund is set by an independent company, and is based on the historic return and volatility of different asset types. We use our experience and research, together with research and allocation guidelines from this independent company to restrict the types of assets held and the allocation of each asset type to stay within the target risk profile. The fund will have exposure to company and government bonds (a type of loan that pays interest), cash, company shares and UK commercial property. The fund will have a bias towards company and government bonds. The bonds the fund is exposed to may be investment grade or sub-investment grade. Investment grade means that the bond is rated as lower risk by a rating agency, while sub-investment grade bonds will be classed as higher risk, but with a potentially higher return. In order to achieve this exposure, at least 75% of the fund will be invested in other authorised investment funds. At least 50% of the fund will be invested in index-tracker funds which are operated by Legal & General. The fund may also invest in money market instruments (a form of loan that pays interest and is designed to have a stable value) and bank deposits. The fund may use derivatives (contracts which have a value linked to the price of another asset) to: • reduce risk or cost; or • generate additional capital or income with no, or an acceptably low, level of risk

Manager name:

Legal & General UT Mgr Ltd

Manager start date:

29 June 2015

Investment style:

Balanced

Region (geographical):

Global

Manager Biography:

Andrzej is a fund manager in the Multi-Asset Funds team at Legal & General Investment Management. His responsibilities cover the portfolio management and on-going development of both institutional and retail multi-asset funds, including multi-factor equity funds. Prior to joining LGIM in July 2014, he was a fund manager at Aviva Investors. Originally from Poland, he completed the MSc programme in Finance at Bocconi University in Italy and also holds a bachelor’s degree in economics and social science from Utrecht University in the Netherlands.

Benchmark:

N/A

Sector:

IA Volatility Managed

FE fundinfo Rating:

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. 0.00%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.31%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: iWeb The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 1,255,039,053.00 GBX

Chart date: May 2, 2025

Top 10 Holdings

Top 10 Holdings
Security Weight
L&g us index 10.50%
L&g all stocks gilt index trust. 7.20%
L&g uk index trust 5.50%
L&g sterling corporate bond index fund 5.50%
L&g global inflation linked bond index fund 5.00%
L&g european index trust 5.00%
L&g euro high alpha corporate bond i acc 5.00%
Usa (govt) 4 15/02/34 4.80%
Twentyfour corporate bond 4.00%
L&g japan index trust 3.00%

Sectors

Sectors
Sectors Weight
No results

World regions

World regions
Country Weight
Developed Market Government Bonds (ex UK) 15.40%
North America Equity 10.50%
Gilts 7.80%
Global Corporate Bonds 7.30%
Global Inflation-Linked Bonds 7.00%
UK Equity 6.50%
UK Corporate Bonds 5.50%
Europe ex UK Equity 5.00%
Property 4.50%
High Growth Equities 3.50%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.